【AI集群规模进一步扩张 光通信产业链企业在手订单饱满】近日，海内外多家光通信产业链公司透露在手订单充裕，且订单能见度不断拉长，部分企业订单已排产至2027年，甚至2028年。从国内光模块、光器件厂商到海外光通信龙头，光通信行业迎来产能紧俏、客户持续锁定产能的阶段。从驱动因素来看，下游云厂商持续上调资本开支指引，加码人工智能数据中心与算力集群建设，成为拉动高速光通信需求的核心动因。
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